1. Brief, Discovery & Information Gathering
1.1 Capabilities
1.1.1 What do we generally offer?
12
1.1.2 How do we develop business?
12
1.1.3 What are pre-lease services?
9
1.1.4 How do we win projects?
3
1.1.5 How do we know what capabilities the client needs?
3
39
1.2 Briefing
1.2.1 How do I prepare to take a brief?
15
1.2.2 What questions should I ask?
6
1.2.3 How do we respond to a request for a proposal (RFP)?
6
1.2.4 What if we cannot meet the client in person at first?
3
30
1.3 Discovery
1.3.1 What is discovery?
3
1.3.2 How can I get more help?
3
1.3.3 What if the client is facing big changes?
3
1.3.4 How do we define success?
3
12
1.4 Information Gathering
1.4.1 How do we establish project scope?
3
1.4.2 How do we establish budget or cost?
6
1.4.3 How do we establish time?
3
1.4.4 How do I consolidate and confirm information?
3
15
1.5 Client Management
1.5.1 What do I need to know about the client?
3
1.5.2 How do I reach an agreement with a client?
3
1.5.3 What if they have conflicting goals internally?
3
1.5.4 How can I deepen trust?
3
1.5.5 How can i set up for success?
3
15
111
2. Schematic Design
2.1 Analysis
2.1.1 What do we need to start designing?
6
2.1.2 How do we analyze the information?
3
2.1.3 What if information we deem critical is unavailable?
6
15
2.2 Team Structure
2.2.1 Who should be on my team?
6
2.2.2 What if there is a skill missing in the team?
6
2.2.3 What if there is a change in key personnel assigned?
6
2.2.4 How do I work with remote clients?
6
2.2.5 How do I work with a committee?
3
27
2.3 Developing a Schematic Design
2.3.1 How do I schematically design?
3
2.3.2 What are the objectives at this stage?
3
2.3.3 How do we organize the work?
3
2.3.4 What constraints or compliance issues do we need to watch out for?
3
12
2.4 Proposal Development
2.4.1 How do we assemble a proposal?
3
2.4.2 What is involved in organizing a presentation?
9
2.4.3 What presentation strategies are available?
6
18
2.5 Follow Up
2.5.1 What is “follow up” and why does it matter?
6
2.5.2 What follow though options are available?
6
2.5.3 What if we don’t get the reactions and decisions we wanted?
3
15
87
3. Integrated Development
3.1 Organizing
3.1.1 How can we gain commitment and real team work?
3
3.1.2 How do we organize the work?
6
3.1.3 What is the process to develop and integrate all the systems?
6
3.1.4 How do we stay within time and cost targets as we develop the design?
6
21
3.2 Integrating
3.2.1 How do we prepare the team for an integrated effort?
3
3.2.2 How do I keep the team coordinated and focused on the right things?
6
3.2.3 How do we introduce new team participants to the objectives and gain their full contribution to success?
3
3.2.4 How do we clearly update and explain the project integration to the client team or committee as it become complex?
3
15
3.3 Collaborating
3.3.1 What are my options for collaborating?
6
3.3.2 How do we run effective meetings?
3
3.3.3 What is the leader’s role in the collaborative process?
3
3.3.4 What if key people are too busy to attend and really participate?
3
15
3.4 Tracking
3.4.1 What is involved in tracking and reporting?
3
3.4.2 How do we track and report time?
3
3.4.3 How do we track and report budget or projected costs?
9
3.4.4 How do we report a problem?
3
18
3.5 Distributing
3.5.1 How do we organize the distribution of project information?
3
3.5.2 How can we ensure everyone is working to the latest and correct information?
6
3.5.3 What can we do if changes start to occur too quickly to keep up?
3
12
81
4. Site Startup & Construction
4.1 Site Startup
4.1.1 What is done at Site Handover?
6
4.1.2 How do we handle site start up?
3
4.1.3 What prior approvals are needed?
3
4.1.4 What are the essentials of site safety?
12
4.1.5 What if construction is in the client’s existing office?
3
27
4.2 Coordination
4.2.1 How do I set up communications for construction?
3
4.2.2 How do we manage risk?
6
4.2.3 How do I get people to work as a team?
3
12
4.3 Tracking Inspections
4.3.1 What is tracked and recorded at a minimum?
6
4.3.2 When do we need inspections and who is involved?
6
4.3.3 How do we report properly?
6
18
4.4 Changes & Revisions
4.4.1 Are changes to be avoided?
9
4.4.2 Who can initiate a change during construction?
6
4.4.3 When does a change become a contractual requirement for a project?
3
18
4.5 Testing & Commisioning
4.5.1
What is commissioning and what test are performed?
3
4.5.2 How is early data centre handover managed?
3
6
81
5. Completion, Finalization & Followup
5.1 Handover & Inspections
5.1.1 How are completed projects handed over?
6
5.1.2 How do we handle phased handovers?
3
5.1.3 How do we perform final inspection?
12
5.1.4 What if there is disagreement on what needs rectifying?
6
5.1.5 What are the next steps once a list has been created?
6
33
5.2 Move Management
5.2.1
When does move management begin and what’s involved?
3
5.2.2 How Does M Moser lead move management?
3
5.2.3 What strategies can make a relocation successful?
3
5.2.4 What if it’s a phased move in?
3
12
5.3 Additional Items
5.3.1 What is an additional item?
6
5.3.2 How do we handle additional items?
3
5.3.3 What issues do we need to look out for?
9
18
5.4 Project Closeout
5.4.1 What is needed for an account to be finalized?
3
5.4.2 How do we help our clients close out a project well?
6
9
5.5 Follow Up
5.5.1 How do we learn from a project after completion?
3
5.5.2 What is involved in a post occupancy assessment?
6
5.5.3 Why is a letter of recommendation important?
3
5.5.4 How do we continue to be of service?
6
18
90